JPMorgan Chase & Co
JPM- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000019617
In the last 90 days, JPMorgan Chase & Co insiders filed 0 open-market purchases and 2 sales; 5,158 institutions reported holding it in 13F filings for Q2 2026, worth $643.7B in total; 7 superinvestors hold it, including Viking Global Investors and Markel Group.
Other share classesAMJBVYLDJPM.PCJPM.PDJPM.PJJPM.PKJPM.PLJPM.PM
13F holders, Q4 2022
Institutional positions in JPMorgan Chase & Co as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,628
- +297 vs. Q3 2022
- Shares held
- 2.08B
- +55.1M (+2.7%) vs. Q3 2022
- Total value
- $278.3B
- +$66.7B (+31.5%) vs. Q3 2022
- New holders
- 424
- 1,518 more added
- Sold out
- 127
- 1,367 more reduced
64 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 5,158 | $643.7B |
| Q1 2026 | 5,103 | $572.0B |
| Q4 2025 | 5,154 | $639.5B |
| Q3 2025 | 4,765 | $618.0B |
| Q2 2025 | 4,752 | $582.4B |
| Q1 2025 | 4,679 | $494.6B |
| Q4 2024 | 4,680 | $490.0B |
| Q3 2024 | 4,215 | $429.4B |
| Q2 2024 | 4,181 | $416.2B |
| Q1 2024 | 4,120 | $414.5B |
| Q4 2023 | 4,001 | $351.8B |
| Q3 2023 | 3,710 | $297.0B |
| Q2 2023 | 3,672 | $297.6B |
| Q1 2023 | 3,612 | $266.3B |
| Q4 2022 | 3,628 | $278.3B |
| Q3 2022 | 3,395 | $212.9B |
| Q2 2022 | 3,427 | $229.3B |
| Q1 2022 | 3,519 | $278.9B |
| Q4 2021 | 3,595 | $330.1B |
| Q3 2021 | 3,239 | $342.0B |
| Q2 2021 | 3,246 | $329.3B |
| Q1 2021 | 3,218 | $330.3B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding JPMorgan Chase & Co; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, LLC | 33,240 | $4.46M | 0.54% | −1,254−3.6% | Reduced |
| PDS Planning, Inc | 33,144 | $4.44M | 0.71% | +514+1.6% | Added |
| Washington Trust Advisors, Inc. | 33,121 | $4.44M | 0.49% | −1,943−5.5% | Reduced |
| Valley National Advisers Inc | 31,788 | $4.44M | 0.80% | +6,034+23.4% | Added |
| Broadleaf Partners, LLC | 33,053 | $4.43M | 1.75% | +33,053 | New |
| Consolidated Planning Corp | 33,019 | $4.43M | 1.23% | +1,663+5.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 33,000 | $4.43M | 1.38% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 32,989 | $4.42M | 0.59% | +373+1.1% | Added |
| Waldron Private Wealth LLC | 42,328 | $4.42M | 0.27% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 32,982 | $4.42M | 3.03% | −1,369−4.0% | Reduced |
| Redwood Investments, LLC | 32,936 | $4.42M | 0.59% | +232+0.7% | Added |
| RBA Wealth Management, LLC | 32,930 | $4.42M | 2.32% | +1,098+3.4% | Added |
| Lake Street Financial LLC | 32,911 | $4.41M | 0.91% | +32,911 | New |
| Huber Capital Management LLC | 32,883 | $4.41M | 1.11% | −5,000−13.2% | Reduced |
| NTV Asset Management LLC | 32,853 | $4.41M | 0.87% | −593−1.8% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 32,795 | $4.40M | 0.06% | +900+2.8% | Added |
| Romano Brothers and Company | 32,742 | $4.39M | 0.67% | +587+1.8% | Added |
| Lincoln Capital LLC | 32,699 | $4.39M | 1.26% | −534−1.6% | Reduced |
| Qtron Investments LLC | 32,661 | $4.38M | 0.92% | +10,136+45.0% | Added |
| Baader Bank INC | 32,511 | $4.36M | 0.40% | −4,814−12.9% | Reduced |
| Bogart Wealth, LLC | 32,495 | $4.36M | 0.30% | −4,044−11.1% | Reduced |
| Brooks, Moore & Associates, Inc. | 32,377 | $4.34M | 3.17% | +1,198+3.8% | Added |
| Strategic Blueprint, LLC | 32,336 | $4.34M | 0.50% | +1,092+3.5% | Added |
| apricus wealth, LLC | 32,330 | $4.34M | 3.95% | −221−0.7% | Reduced |
| Goodman Advisory Group, LLC | 32,288 | $4.33M | 2.52% | +32,195+34,618.3% | Added |
| Fund Management at Engine No. 1 LLC | 32,289 | $4.33M | 1.06% | +4,093+14.5% | Added |
| Koshinski Asset Management, Inc. | 32,214 | $4.32M | 0.42% | +4,076+14.5% | Added |
| Hamilton Point Investment Advisors, LLC | 32,206 | $4.32M | 1.19% | +233+0.7% | Added |
| Monarch Capital Management Inc | 32,171 | $4.31M | 1.32% | −1,057−3.2% | Reduced |
| Lindbrook Capital, LLC | 32,088 | $4.30M | 0.53% | +2,400+8.1% | Added |
| Lafayette Investments, Inc. | 31,986 | $4.29M | 1.21% | +508+1.6% | Added |
| Change Path, LLC | 31,967 | $4.29M | 0.24% | +1,027+3.3% | Added |
| Wealth Effects LLC | 31,909 | $4.28M | 2.45% | −413−1.3% | Reduced |
| Pinnacle Bancorp, Inc. | 31,907 | $4.28M | 1.65% | −1,442−4.3% | Reduced |
| Ronald Blue Trust, Inc. | 40,929 | $4.28M | 0.08% | +8,693+27.0% | Added |
| Bedel Financial Consulting, Inc. | 31,871 | $4.27M | 1.06% | −876−2.7% | Reduced |
| Bill Few Associates, Inc. | 31,761 | $4.26M | 2.51% | −685−2.1% | Reduced |
| Gries Financial LLC | 31,672 | $4.25M | 1.41% | +8,410+36.2% | Added |
| Duff & Phelps Investment Management Co | 31,665 | $4.25M | 0.05% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 31,649 | $4.24M | 0.60% | +400+1.3% | Added |
| Patten Group, Inc. | 31,633 | $4.24M | 1.33% | −645−2.0% | Reduced |
| CAPROCK Group, Inc. | 31,539 | $4.23M | 0.39% | −1,076−3.3% | Reduced |
| Atlantic Trust, LLC | 31,541 | $4.23M | 1.41% | +197+0.6% | Added |
| Bank Ozk | 31,439 | $4.22M | 2.09% | −334−1.1% | Reduced |
| Silvant Capital Management LLC | 31,351 | $4.20M | 0.30% | −60−0.2% | Reduced |
| Investors Asset Management of Georgia Inc | 31,346 | $4.20M | 2.19% | −104−0.3% | Reduced |
| Butensky & Cohen Financial Security, Inc | 31,332 | $4.20M | 1.55% | +314+1.0% | Added |
| SYSTM Wealth Solutions LLC | 31,301 | $4.20M | 0.52% | +31,301 | New |
| Andesa Financial Management Inc. | 31,246 | $4.19M | 2.29% | −25,673−45.1% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 31,241 | $4.19M | 0.26% | +2,722+9.5% | Added |
| Headinvest, LLC | 31,158 | $4.18M | 0.94% | −2,313−6.9% | Reduced |
| Brighton Jones LLC | 31,142 | $4.18M | 0.25% | −2,715−8.0% | Reduced |
| Strategic Financial Services, Inc, | 31,141 | $4.18M | 0.33% | −2,755−8.1% | Reduced |
| GM Advisory Group, Inc. | 31,115 | $4.17M | 0.45% | +68+0.2% | Added |
| Addison Capital Co | 30,983 | $4.16M | 2.65% | −60−0.2% | Reduced |
| Westover Capital Advisors, LLC | 30,929 | $4.15M | 1.64% | −1,607−4.9% | Reduced |
| MTM Investment Management, LLC | 30,912 | $4.15M | 2.15% | −1,637−5.0% | Reduced |
| Resonant Capital Advisors, LLC | 30,898 | $4.14M | 0.52% | +3,735+13.8% | Added |
| Nikulski Financial, Inc. | 30,723 | $4.12M | 1.96% | +204+0.7% | Added |
| Pegasus Asset Management, Inc. | 30,653 | $4.11M | 2.22% | +116+0.4% | Added |
| Sheets Smith Wealth Management | 30,574 | $4.10M | 0.64% | +78+0.3% | Added |
| WealthShield Partners, LLC | 30,546 | $4.10M | 0.78% | +2,417+8.6% | Added |
| Atlas Wealth LLC | 30,460 | $4.08M | 1.10% | +30,460 | New |
| Ameliora Wealth Management Ltd. | 30,437 | $4.08M | 2.18% | +16,819+123.5% | Added |
| Hengehold Capital Management LLC | 30,432 | $4.08M | 0.57% | +1,097+3.7% | Added |
| Citizens & Northern Corp | 30,421 | $4.08M | 1.69% | +789+2.7% | Added |
| Triangle Securities Wealth Management | 30,397 | $4.08M | 1.49% | −477−1.5% | Reduced |
| MV Capital Management, Inc. | 30,318 | $4.07M | 0.63% | +364+1.2% | Added |
| Congress Park Capital LLC | 30,289 | $4.06M | 2.59% | +27+0.1% | Added |
| Covenant Asset Management, LLC | 30,123 | $4.04M | 1.45% | +12,917+75.1% | Added |
| Long Run Wealth Advisors, LLC | 30,121 | $4.04M | 1.45% | +257+0.9% | Added |
| Johnson Financial Group, Inc. | 30,040 | $4.03M | 0.32% | −120−0.4% | Reduced |
| Monetta Financial Services Inc | 30,000 | $4.02M | 4.64% | 00.0% | Unchanged |
| Allen Holding Inc | 30,000 | $4.02M | 0.57% | 00.0% | Unchanged |
| Bleichroeder LP | 30,000 | $4.02M | 0.87% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 29,868 | $4.01M | 0.11% | −270,793−90.1% | Reduced |
| Lauterbach Financial Advisors, LLC | 29,863 | $4.00M | 3.57% | +40.0% | Added |
| Independent Financial Group, LLC | 29,833 | $4.00M | 0.34% | −1,127−3.6% | Reduced |
| Herold Advisors, Inc. | 29,791 | $4.00M | 1.69% | +59+0.2% | Added |
| Point72 Middle East FZE | 29,768 | $3.99M | 0.31% | +29,768 | New |
| Great Lakes Advisors, LLC | 29,730 | $3.99M | 0.23% | +5,262+21.5% | Added |
| Amarillo National Bank | 29,714 | $3.98M | 0.92% | −40.0% | Reduced |
| Cumberland Advisors Inc | 29,700 | $3.98M | 1.73% | −17,915−37.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 29,700 | $3.98M | 1.65% | 00.0% | Unchanged |
| Forte Capital LLC | 29,657 | $3.98M | 0.68% | −2,259−7.1% | Reduced |
| NorthRock Partners, LLC | 29,537 | $3.96M | 0.45% | +1,459+5.2% | Added |
| Concorde Financial Corp | 37,899 | $3.96M | 2.67% | 00.0% | Unchanged |
| West Branch Capital LLC | 29,516 | $3.96M | 2.44% | +222+0.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 29,734 | $3.96M | 0.09% | −9,698−24.6% | Reduced |
| Verition Fund Management LLC | 29,419 | $3.95M | 0.08% | −61,589−67.7% | Reduced |
| Brookmont Capital Management | 29,399 | $3.94M | 2.42% | −830−2.7% | Reduced |
| NatWest Group plc | 29,385 | $3.94M | 2.24% | −1,766−5.7% | Reduced |
| Nixon Peabody Trust Co | 29,371 | $3.94M | 3.20% | −1,200−3.9% | Reduced |
| Americana Partners, LLC | 29,338 | $3.94M | 0.68% | +406+1.4% | Added |
| Brandywine Oak Private Wealth LLC | 29,170 | $3.91M | 0.49% | −244−0.8% | Reduced |
| Montecito Bank & Trust | 29,104 | $3.90M | 0.95% | −792−2.6% | Reduced |
| 9258 Wealth Management, LLC | 29,095 | $3.90M | 0.84% | +1,629+5.9% | Added |
| Pendal Group Limited | 29,065 | $3.90M | 0.03% | −1,495−4.9% | Reduced |
| Shelter Mutual Insurance Co | 29,000 | $3.89M | 1.12% | 00.0% | Unchanged |
| Zevenbergen Capital Investments LLC | 28,848 | $3.87M | 0.13% | −930−3.1% | Reduced |